Integration Guides
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Overview

Learn about smallcase Gateway's feature, SDK and API offerings 🚄📱💻

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smallcase Gateway enables equity investments natively on your platform (apps and website). Build a seamless investment experience for your clients using our SDKs and APIs.

Directly integrating with individual brokers is hard and painful. That's where smallcase Gateway comes to the rescue.

smallcase Gateway makes the integration experience seamless with its out-of-box, standardised experience across brokers for you and your clients.

Features

Security Transactions

Enable Securities Transactions on your platform to allow smooth buy and sale of one or more stocks, ETFs, InvITs & REITs at once.

Also known as single stock order / basket order / SST

smallcase Transactions

Distribute smallcase on your platform by enabling smallcase Transactions. In the DIY integration approach, you can use our smallcase data APIs to power smallcase discovery screens, order placements, and investment tracking.

To fast track the integration, smallcase Module provides an out-of-box user experience that includes smallcase discovery, transactions & investment tracking.

Also known as SMT

Holdings Import

Equity investments

Use our Holdings Import feature to build a holistic view of a user’s equity investments (stocks, ETFs, InvITs, REITs and smallcases).

Mutual fund investments

Our Mutual Fund Holdings Import module helps partners import MF investors' mutual fund holdings (non-demat & demat, both). You can choose from out-of-box SDK integrationand API-only integration.

Broker Account Opening

Our Broker Account Opening feature can help your users open a broker account of their choice with a fully online & seamless experience.

Supporting features

Broker connect

Use our broker connect flow to connect your user's broker account with your product account. This process will simplify future user interactions with smallcase Gateway SDK where the user can now directly continue with their broker rather than being asked to choose from a set of available brokers every time.

Fetch funds/margin available in the Demat account

Using our fetch funds flow, you can now easily fetch available funds in the user's Demat account.

Switching broker account (kill smallcase session)

To allow users to switch between their different accounts with a broker, use our Broker Logout functionality. It kills existing login sessions on smallcase so that the existing broker account does not get used. During the next transaction, user will be get asked to log in with their broker first.

Client-side SDKs

Gateway SDK helps enable investment journeys (and more) for your users. With minimal integration efforts in your website and app, SDKs will be ready to handle transactional (and other) flows.

You can use one or more of these SDKs -

Web apps

Native apps

Hybrid apps

Server-side APIs & Webhooks

Gateway APIs play a vital role in investment journeys. Be it for creating transactions, fetching order details, user investments, leads status, and much more.

Based on your use case, check out the relevant APIs & Webhooks -

Security transactions

smallcase transactions

Holdings import

MF holdings import

Broker connect

Broker account opening

Fetch funds

Updated almost 2 years ago

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